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E-commerce & Cloud
AMAZONAMZN
Founded in 1994 as an online bookstore, Amazon has grown into a global e-commerce and cloud computing giant. Its AWS division is the world's largest cloud infrastructure provider and a key backbone for AI workloads, giving the company a large and growing footprint of physical datacenters worldwide, including in the Gulf region.
CEO Andy JassyFounded 1994Listed 1997.5HQ Seattle, USAExchange NASDAQWebsite amazon.com
Bull 3 Watch 5 Bear 1
Predictions & track record (8) Awaiting grading S&P 500 Profit Margins Hit a Record 15.7% as AI Earnings Season Delivers Check at Q3 2026 earnings season whether the S&P 500 net margin holds above 15.7% or reverses. Awaiting grading Meru: oil isn't the whole story behind the Treasury yield spike, the US deficit and Big Tech debt are crowding it too Check whether the August 5, 2026 US Treasury quarterly refunding statement drops the "at least" language guaranteeing stable auction sizes, which would signal more Treasury issuance ahead. Awaiting grading Alphabet's Q2 beat blows past estimates, and Google raises 2026 capex guidance to $195-205B Check in the following weeks whether optics and networking suppliers like $LITE rally on Google's raised capex guidance, and whether Microsoft and Meta echo the same capex increase when they report next week. Awaiting grading Trump threatens to bomb an Iranian bridge or power plant for every shot fired in the Strait of Hormuz Check in the following weeks whether Iran fires at a ship in the Strait of Hormuz again, and if so, whether the US follows through with a strike on an Iranian bridge or power plant as Trump warned. Awaiting grading Semiconductor stocks are about to overtake Big Tech as the S&P 500's biggest earnings driver Grade in Q3 2026, once Q2 earnings season is complete, whether semiconductor companies' contribution to S&P 500 EPS growth actually reached the ~48% Kobeissi projected, and whether Amazon/Google/Meta/Microsoft's combined contribution fell to roughly 9%. Awaiting grading Iran says it hit an Amazon datacenter in Bahrain, oil jumps back above $90 Check whether Brent crude holds above $90/barrel through the end of July 2026, as Kobeissi projected. Hit Meru: Alphabet's Wednesday earnings are the first stress test of the AI capex cycle, watch the CAPEX line, not the profit Alphabet's Q2 2026 earnings (reported July 22, 2026) beat revenue and profit estimates, but the company raised its 2026 capex guidance to $195-205B from the prior $180-190B, and GOOGL shares fell about 5-7% on the capex hike despite the beat -- confirming Meru's call that the capex line, not profit, would drive the market reaction. Awaiting grading Bilello asks: are we in an earnings bubble? Grade after full-year 2026 results: did S&P 500 realized EPS growth come in near the ~24% expectation, or well below? 9 related posts
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